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Wealth Management Client Assistant
Job in
Miamisburg, Montgomery County, Ohio, 45343, USA
Listed on 2026-07-10
Listing for:
Baird
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Baird is seeking a Client Assistant in the United States to support Financial Advisors by coordinating onboarding, managing communications, and handling account operations. You’ll help organize client events and maintain a strong client service standard in the Private Wealth Management group.
Daily duties include CRM maintenance, scheduling, processing paperwork, and assisting with client proposals and new accounts while ensuring regulatory compliance and professional communication.
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